“If 2003 is any guide, we don’t believe investors should overthink the short-term impact of tax cuts in 2018. The 10-year rose from 3.1% to 4.6% in six weeks after the 2003 tax cut was passed, GDP surged in 2004, and those companies with vast amounts of cash overseas outpe
“In secular bull markets most of the surprises come on the upside!” . . . An old stock market “saw” from the early 1900s It’s really kind of weird to google a phrase and have the phrase attributed to you. That’s what happened last night when I googl
“However, there is no way to know when these ‘boring’ markets will pick back up, and we’re sure that, with the exception of volatility traders, most market participants are perfectly fine with the slow, grinding melt-up.” …Morning Tack, 11/9/17 Well, sorr
“Reductio ab Absurdum” According to Wikipedia, “In logic, reductio ab absurdum is a form of argument which attempts either to disprove a statement by showing it inevitably leads to a ridiculous, absurd, or impractical conclusion, or to prove one by showing that if it
“Hotblack?…He’s spending a year dead for tax reasons.” …Douglas Adams, The Restaurant at the End of the Universe Much has been discussed about how tax reform would impact companies and their earnings, but we have not seen nearly as much commentary about how the
“As I have noted, I am troubled by the last couple of days with record highs with a demonstrable lack of conviction in things like breadth and volume. The caution flags are hoisted. Stick with the drill – stay wary, alert and very, very nimble.” . . . Arthur Cashin,
“May you live in interesting times.” . . . An old Chinese curse We began arguing in October 2008 that a new secular bull market had begun. Secular bull markets have three “legs” to them. The first leg of this secular bull market actually began in October 2008 w
“So Jeff, we hear all the time from the media about the impending stock market crash, the upcoming recession, and why we need to sell all our stocks and buy gold! What say you?” . . . A concerned high net-worth client in yesterday’s meeting So yesterday we got asked
The call for this week: The major indices look pretty extended on a trading basis, however the international markets are not, and have actually rallied as much as the SPX year-to-date (Chart 5). Amazingly, this “melt up” has not been accompanied by even one 90% Upside Day
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Amie E. Marks is the founder of WOMEN In the KNOW. The goal is to create a forum for women to discuss timely topics and world events. Women are welcome to participate in a genuine, non-judgmental, and educational get-off-the-couch conversation that will inspire them to raise questions, share opinions and speak in solutions.
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